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Export a record's history, and find your audit log exports - Product News

Save the history of an application, a milestone, a contract or a payment as a CSV or Excel file, and download your audit log exports from the last 24 hours under Exports.

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ForAdministrators

One record's story, in a file you can hand on.

What's new

  • Export one record's history. The history of an application, a milestone, a contract and a payment each has Export. Choose CSV or Excel; the file uses the filters the history shows and downloads at once. You need Can generate reports. See Export one record's history.
  • Your audit log exports in one place. Settings > Audit log has Exports beside Export. It lists the exports you asked for in the last 24 hours, with their status and when each file expires, and Download on each one that is ready. See Your exports.
  • More in an application's history. Each message in the application's Conversation is listed with Open conversation, and a sent decision letter links its Email to the email log entry.